Financial Performance - Total operating revenue for 2024 was ¥757,112,728.24, a decrease of 2.11% compared to ¥773,451,621.20 in the previous year[3] - Net profit attributable to shareholders was ¥68,752,598.93, down 20.64% from ¥86,635,223.75 year-on-year[3] - Basic earnings per share decreased by 19.44% to ¥0.29 from ¥0.36 in the previous year[3] - The net profit after deducting non-recurring gains and losses was ¥57,941,231.93, a decrease of 12.82% from ¥66,464,613.57[3] - The weighted average return on net assets was 5.45%, down from 7.35% in the previous year, a decline of 1.90%[3] Assets and Equity - Total assets increased by 3.26% to ¥2,247,547,834.50 from ¥2,176,610,652.75 at the beginning of the period[3] - Shareholders' equity attributable to the company increased by 6.73% to ¥1,315,408,494.75 from ¥1,232,488,116.90[3] - The company's net asset per share increased by 6.61% to ¥5.48 from ¥5.14[3] Credit and Receivables - The company experienced a significant increase in credit impairment losses due to changes in the aging of receivables[5] Disclosure - The company did not provide any pre-disclosure of its 2024 operating performance prior to this earnings announcement[6]

长春： 我个人认为的一个重要原因，是当地科研力量的支撑。 长光辰芯、奥普光电、长光集智、求是光谱、禹衡光学。以上企业的注册地在长春。核心技术也主要来 自于长春光机所。 前几篇都是写整个家乡，没有具体提及哪个城市。今天我把视角聚焦，聚焦到两个城市：长春和沈 阳。 写这两个城市是因为，在我做半导体投资以来，看到很多这两个城市的项目都做到了细分赛道的头部。 反而和家乡在全国的经济地位、整体形象似乎有些不符。 长春有吉林大学，有中科院长春光机所。沈阳有东北大学，有中科院金属研究所，沈阳自动化所。 我所见到的两所城市的知名半导体项目有： 大基金是由各央企、地方政府出资，目前累计已经有三期基金，一二三期合计数千亿元资金投向了半导 体产业。可以看作是国家在半导体领域的"集中力量办大事"。 长光华芯、凌云光、国望光学，注册地并不在长春，但是和长春光机所有紧密关联。 沈阳： 拓荆，富创，芯源微，和研科技，中科仪，新松半导体，汉科半导体，星光陶瓷。 以上近 20 家企业，全部都是半导体各细领域的头部企业，为我国半导体产业的发展，为应对漂亮国的 封锁，做出了巨大贡献。 有些出乎意料对不对。 但是。接下来是我想说的但是的部分。 最能 ...

财联社1月7日电，奥普光电公告，公司参股公司长春长光辰芯微电子股份有限公司基于未来发展战略等 考虑，向上交所申请撤回首次公开发行股票并在科创板上市申请文件，并于1月7日收到上交所《关于终 止对长春长光辰芯微电子股份有限公司首次公开发行股票并在科创板上市审核的决定》。 ...

Group 1: Market Insights - The domestic substitution rate for high-end machine tools is not progressing as quickly as expected, with foreign products still dominating due to established user habits and stable pricing [2]. - The revenue share from the servo sector remains the largest, despite a shrinking market space in recent years [3]. Group 2: Product Development - Yuheng Optics offers both standard and customizable products, focusing on high-end and customized solutions due to thin profit margins and intense competition [2][3]. - The semiconductor-related products are under accelerated research and testing, supported by technology from Changchun Institute of Optics [3]. Group 3: Business Coordination - The three main business segments (photoelectric measurement and control, grating sensing, and carbon fiber products) have some customer resource synergy but operate relatively independently [3]. - Future strategies include stabilizing existing businesses while exploring batch production and expanding into civilian carbon fiber markets [3].

证券代码：002338 证券简称：奥普光电 公告编号：2024-044 长春奥普光电技术股份有限公司 特此公告。 长春奥普光电技术股份有限公司董事会 2024 年 11 月 21 日 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 简明清晰、通俗易懂，没有虚假记载、误导性陈述或重大遗漏。 根据财政部、国家税务总局有关文件，长春奥普光电技术股份有限公司 （以下简称"公司"）部分合同产品享受免征增值税政策，对已征收入库的上 述应予免征的增值税税款，可抵减以后月份应缴纳的增值税税款或者办理税款 退库。 公司于近日收到根据上述政策返还的部分合同增值税及附加税退税税款， 合计 982.36 万元。公司将依据《企业会计准则》的有关规定，将上述增值税退 税所得确认为其他收益并计入公司 2024 年度损益，具体会计处理以会计师事务 所审计结果为准。 关于公司收到增值税及附加税退税税款的公告 ...

北京锦路安生律师事务所 关于长春奥普光电技术股份有限公司 2024 年第三次临时股东大会的法律意见书 致：长春奥普光电技术股份有限公司 根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民 共和国公司法》（以下简称"《公司法》"）、中国证券监督管理委员会（以下 简称"中国证监会"）《上市公司股东大会规则》（以下简称"《股东大会规 则》"）等法律、法规、规章、规范性文件和《长春奥普光电技术股份有限公司 章程》（以下简称"《公司章程》"）的规定，北京锦路安生律师事务所（以下 简称"本所"）接受长春奥普光电技术股份有限公司（以下简称"公司"）的委 托，指派本所律师出席并见证了公司 2024 年第三次临时股东大会（以下简称"本 次股东大会"），并就本次股东大会相关事项依法出具本法律意见书（以下简称 "本法律意见书"）。 为出具本法律意见书，本所律师对本次股东大会所涉及的有关事项进行了审 查，查阅了以下相关文件，并进行了必要的核查、验证： 1. 《公司章程》； 2. 公司于 2024 年 10 月 26 日在巨潮资讯网刊登的第八届董事会第四次会议 决议公告； 4. 本次股东大会股东到会登记记录及凭证资料； ...

Investment Rating - The investment rating for the company is "Buy," indicating an expected return of over 10% relative to the CSI 300 index in the next six months [4][23]. Core Insights - The company reported stable revenue growth in Q1-Q3 2024, with revenue reaching 522 million yuan, a 1.41% increase year-on-year. However, the net profit attributable to shareholders decreased by 42.38% to 45 million yuan, and the gross margin declined to 36.52%, down 4.77 percentage points [1][2][13]. - The decline in profitability is attributed to reduced investment income and other income, alongside increased tax and fee burdens. The company is expected to benefit from the rapid development of the aerospace industry, particularly in the composite materials sector [2][13]. - The company maintains a high level of inventory, indicating a robust order backlog and proactive production planning [7][13]. Financial Performance Summary - For Q3 2024, the company reported revenue of 158 million yuan, a decrease of 1.39% year-on-year, with a net profit of 11 million yuan, down 56.16%. The gross margin for this quarter was 35.45%, reflecting a significant decline of 13.56 percentage points [1][2][7]. - The company’s R&D expenses increased by 8.27% to 54 million yuan, demonstrating a commitment to innovation despite the overall decline in profitability [7][8]. - Cash flow from operating activities showed a significant decline, with a net outflow of 143 million yuan, primarily due to slower customer payment cycles [7][21]. Business Segment Performance - The composite materials segment achieved revenue of 143 million yuan in H1 2024, a growth of 3.65%, with a gross margin of 48.19% [8]. - The optical measurement and control instruments segment saw revenue growth of 11.68% to 126 million yuan, maintaining a stable gross margin of 26.68% [8]. - The company is positioned to benefit from the increasing demand in the aerospace and military sectors, with expectations for revenue growth in related business segments [13][15]. Future Projections - Revenue projections for 2024-2026 are estimated at 817 million yuan, 958 million yuan, and 1.146 billion yuan, respectively, with net profits of 71 million yuan, 81 million yuan, and 95 million yuan [15][17]. - The company is expected to maintain a stable growth trajectory, supported by its strategic positioning in high-demand sectors such as aerospace and advanced manufacturing [13][15].

证券代码：002338 证券简称：奥普光电 公告编号：2024-042 长春奥普光电技术股份有限公司 2024 年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，简 明清晰、通俗易懂，没有虚假记载、误导性陈述或重大遗漏。 二、权益分派方案 本公司2024年半年度权益分派方案为：以公司现有总股本240,000,000股为 基数，向全体股东每10股派0.100000元人民币现金（含税；扣税后，通过深股通 持有股份的香港市场投资者、QFII、RQFII以及持有首发前限售股的个人和证券 投资基金每10股派0.090000元；持有首发后限售股、股权激励限售股及无限售流 通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴个人所得税，待个 人转让股票时，根据其持股期限计算应纳税额【注】；持有首发后限售股、股权 激励限售股及无限售流通股的证券投资基金所涉红利税，对香港投资者持有基金 份额部分按10%征收，对内地投资者持有基金份额部分实行差别化税率征收）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股 1个月（含1个月）以内，每10股补缴税款0.020000元；持股1 ...

Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence and communication through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in the Jilin region and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event utilized internet virtual space for face-to-face communication, allowing investors to gain a comprehensive understanding of the participating companies [3][10]. - A total of **872 questions** were answered by company representatives during the event, indicating a strong interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event emphasized the importance of maintaining open channels for communication between listed companies and investors, encouraging ongoing dialogue even after the event concludes [10]. - The initiative reflects a broader trend in the industry towards enhancing transparency and responsiveness to investor inquiries, which is crucial for building trust and confidence in the market [1][10].